Mahindra Manulife Balanced Advantage Fund(IDCW Payout)
Ticker: mf16072
Decent
68/100
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Business Overview
Mahindra Manulife Balanced Advantage Fund is a dynamic investment option designed for investors seeking a balance between equity and debt exposure. It aims to optimize returns while managing risk, making it suitable for both conservative and aggressive investors. This fund adjusts its asset allocation based on market conditions, ensuring flexibility and resilience in various economic climates. With a focus on long-term wealth creation, it is an ideal choice for those looking to enhance their portfolio with a balanced approach.
- Dynamic asset allocation between equity and debt
- Suitable for both conservative and aggressive investors
- Aims for long-term wealth creation
- Managed by experienced professionals
- Resilient in various market conditions
Investment Thesis
Mahindra Manulife Balanced Advantage Fund stands out due to its strong promoter group, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services market, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it an appealing choice for retail investors seeking balanced exposure.
- Strong backing from the Mahindra Group enhances credibility.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Balanced approach mitigates risk while seeking returns.
- Ideal for investors looking for stability and growth.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Strong brand reputation in India
- Experienced fund management team
- Tax-efficient investment option
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact bonds
- Economic downturns may reduce performance
- Regulatory changes in mutual funds
- Liquidity risks in market downturns
Peer Perspective
Mahindra Manulife Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Balanced Advantage Fund(IDCW Payout) • Updated: 2025-10-01 03:52:34
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy OCF.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with a balanced approach to growth and risk management.